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- Tasks: Prepare financial analyses and support client meetings with accurate data.
- Company: Respected Chartered Financial Planners known for exceptional service.
- Benefits: Negotiable salary, bonuses, private medical insurance, and exam funding.
- Other info: Flexible work options and great career progression opportunities.
- Why this job: Join a growing team and make a real difference in clients' financial lives.
- Qualifications: Experience as a Paraplanner with strong admin and communication skills.
The predicted salary is between 35000 - 45000 £ per year.
This is an excellent and rare opportunity to join a highly respected, privately owned firm of Chartered Financial Planners, known for delivering a first-class service to both clients and staff. Due to continued growth, our client is seeking an experienced Paraplanner to join their expanding team in Gloucester. The firm provides market-leading wealth solutions and is committed to achieving outstanding client outcomes through professionalism, integrity, and a genuinely caring approach. In return, the successful candidate will receive exam funding and support towards relevant professional qualifications, along with excellent opportunities for ongoing career progression and personal development within the business.
Responsibilities:
- Preparing information / comparisons for analysis / cash flow modelling
- Review / analyse investment portfolio / asset allocation / risk profile
- Prepare necessary paperwork for client meetings and presentation
- Ensure all data concerning the clients Financial Portfolio is complete, accurate and up to date
- Act as a point of contact and effectively deal with enquiries to establish strong client relationships
Candidate Attributes:
- Proven experience as Paraplanner
- Excellent administration capabilities
- Written and verbal communication skills
- Ability to meet deadlines and work within restricted timescales
- Strong IT skills, specifically in MS Office
- Driving licence required
Hours: Monday to Friday 8.30am to 5pm (37.5 hours per week) – 1 day per week WFH
Salary: Negotiable depending on experience + discretionary bonus + private medical insurance + life insurance + free on-site parking
Paraplanner in Gloucester employer: Anderson Recruitment Ltd
Contact Detail:
Anderson Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Gloucester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, and don’t be shy about letting them know you’re on the lookout for a Paraplanner role. Sometimes, it’s all about who you know!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of cash flow modelling and investment portfolios. We want you to shine when discussing your experience and how it aligns with the firm’s commitment to outstanding client outcomes.
✨Tip Number 3
Showcase your admin skills! Bring examples of how you’ve managed client data and paperwork efficiently in past roles. This will demonstrate your ability to keep everything accurate and up to date, which is crucial for a Paraplanner.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way in landing that dream job.
We think you need these skills to ace Paraplanner in Gloucester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in preparing financial information and client interactions, as these are key aspects of the job. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background makes you a great fit. Don’t forget to mention your commitment to professionalism and integrity, as these values resonate with us.
Showcase Your Skills: Be sure to highlight your strong IT skills and administration capabilities in your application. Mention any specific software or tools you've used that relate to cash flow modelling or investment analysis, as this will catch our eye!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Anderson Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and paraplanning. Familiarise yourself with cash flow modelling, investment portfolios, and risk profiles. Being able to discuss these topics confidently will show that you're the right fit for the role.
✨Showcase Your Communication Skills
Since this role involves client interaction, practice articulating your thoughts clearly and concisely. Prepare examples of how you've effectively communicated complex information in the past. This will demonstrate your ability to build strong client relationships.
✨Be Ready for Scenario Questions
Expect questions that put you in hypothetical situations related to client portfolios or deadlines. Think about how you would handle various scenarios, and be prepared to explain your thought process. This will highlight your problem-solving skills and ability to work under pressure.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the firm’s approach to client service or their team dynamics. This shows your genuine interest in the company and helps you assess if it’s the right environment for your career growth.